Salesforce Integration
💡 The Salesforce integration is available to customers on the Collaborate plan and above.
👤 If this integration does not locate existing contact record to associate a notification with, the integration will create a new Contact record in Salesforce.
Set up the Integration
- Log in as an Admin of your Trust Center
- Click on your user icon in the top right corner
- From the menu that appears, click on Integrations
- On the Integrations page, click Enable to the right of Salesforce
- In the pop-up that appears, click on Enable to turn on the Integration
- When you enable the integration, you'll be prompted to authorize the integration into your Salesforce instance
- Once enabled, activate available workflows using the toggle in the modal